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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $592M AUM 463 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 144 Added 92 Reduced 27 Exited
Page 23 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WPC WP CAREY INC Real Estate 2.0 $129.0 -2.0 -50.0% $64.50 +10.4%
442 FG F&G ANNUITIES & LIFE INC Financial Services 4.0 $123.0 +2.0 +100.0% $30.75 -10.6%
443 JCI JOHNSON CTLS INTL PLC Industrials 1.0 $120.0 -2.0 -66.7% $120.00 +20.7%
444 OVV OVINTIV INC Energy 3.0 $118.0 -2.0 -40.0% $39.33 +33.2%
445 FSLY FASTLY INC Technology 10.0 $102.0 $10.20 +75.5%
446 MED MEDIFAST INC Consumer Cyclical 8.0 $85.0 $10.62 +3.9%
447 ARMK ARAMARK Industrials 2.0 $81.0 $40.50 +31.7%
448 WEN WENDYS CO Consumer Cyclical 10.0 $81.0 $8.10 -16.0%
449 TTD THE TRADE DESK INC Technology 2.0 $76.0 -1.0 -33.3% $38.00 -51.3%
450 CSGP COSTAR GROUP INC Real Estate 1.0 $67.0 $67.00 -55.0%
451 VNLA JANUS DETROIT STR TR 1.0 $60.0 $60.00 -18.4%
452 CORBUS PHARMACEUTICALS HLDGS 6.0 $49.0 $8.17
453 BROOKFIELD WEALTH SOL LTD 1.0 $46.0 $46.00
454 BTGD TIDAL TRUST II 1.0 $35.0 -24.0 -96.0% $35.00 -37.6%
455 AR ANTERO RESOURCES CORP Energy 1.0 $34.0 $34.00 -2.3%
456 CONFLUENT INC 1.0 $30.0 $30.00
457 AMTM AMENTUM HOLDINGS INC Industrials 1.0 $29.0 -1.0 -50.0% $29.00 -25.3%
458 YMAX TIDAL TRUST II 2.0 $20.0 NEW $10.00 -18.4%
459 GAMESTOP CORP NEW 1.0 $20.0 $20.00
460 HCWC HEALTHY CHOICE WELLNESS CORP Consumer Defensive 52.0 $13.0 $0.25 -2.0%
Page 23 of 24  ·  463 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.0%
Technology 17.5%
Consumer Cyclical 7.2%
Communication Services 5.8%
Industrials 3.7%
Healthcare 2.4%
Energy 1.6%
Utilities 1.2%
Consumer Defensive 1.2%
Real Estate 0.2%